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Technology Stocks : Semiconductor Fundamentals
SMH 363.02-0.2%Oct 31 5:00 PM EST

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To: cordob who wrote (34)2/7/2003 12:08:36 AM
From: milo_morai   of 82
 
He just vanished.

The 10 Most Recent Messages By BlackMagicGuy
Take me back to where I was.
Click on a subject to read that message.

Stocks A / Advanced Micro Devices
Subject: Re: No more AIX for Itanium
Date: 5/23/02 9:49 AM
Author: BlackMagicGuy Number: 101207
Recommendations: 10

Not sure if this is news or not...

G0177325, (interesting name!)

News is told in words, and puzzles are made of pieces. Of course this is news! It's just a small piece of a bigger story.

I believe that the big puzzle
(Continued...)

Stocks A / Advanced Micro Devices
Subject: Re: Intel to Reduce P4 Prices Monday
Date: 5/23/02 8:11 AM
Author: BlackMagicGuy Number: 101203
Recommendations: 2

A quick thought.

The main reason price cuts happen is because new faster chips come in & push everything else down.

So, if there aren't any price cuts until October, then there will probably not be any new NW CPU speeds until
(Continued...)

Stocks A / Advanced Micro Devices
Subject: Re: NW hits a wall on 3.4Ghz, K8 is over 4000+
Date: 5/22/02 11:43 PM
Author: BlackMagicGuy Number: 101192
Recommendations: 3

From Microsoft: I see their support much in the way I saw support for powerPC and alpha. I think that x86-64 has a long road ahead. Anyone can pledge support, Microsoft has done it many times before. Actually getting it is going to be the trick.
(Continued...)

Stocks A / Advanced Micro Devices
Subject: Intel's Window Closing in Portable Market
Date: 5/22/02 10:00 AM
Author: BlackMagicGuy Number: 101144
Recommendations: 2

See e-insite.net .

It doesn't look like
(Continued...)

Stocks A / Advanced Micro Devices
Subject: Re: NW hits a wall on 3.4Ghz, K8 is over 4000+
Date: 5/21/02 9:57 PM
Author: BlackMagicGuy Number: 101125
Recommendations: 10

I think that a lot of people are buying in too heavily on these inflated model numbers

Beetred,

Here's something for you to consider. Who's buying this Hammer talk? End consumers who don't know any facts? OK, they're worth
(Continued...)

Stocks A / Advanced Micro Devices
Subject: Re: NW hits a wall on 3.4Ghz, K8 is over 4000+
Date: 5/21/02 9:10 AM
Author: BlackMagicGuy Number: 101061
Recommendations: 8

DY,

I think you got the general idea of my post, but then in some of the make-believe #'s, you were WAY off.

You said:
1P -> 2GHz SH = 3GHz Xeon
2P -> 2GHz SH = 3.4GHz Xeon
4P -> 2GHz SH = 3.8GHz Xeon
8P ->
(Continued...)

Stocks A / Advanced Micro Devices
Subject: Re: NW hits a wall on 3.4Ghz, K8 is over 4000+
Date: 5/21/02 12:09 AM
Author: BlackMagicGuy Number: 101049
Recommendations: 4

I've heard it that AMD could hit 4000+ in Q1 03. I didn't think it sounded right, seems ridiculously aggressive. I wonder if I could build my own beach with the bags of sand that AMD is dishing out on Hammer...
(Continued...)

Stocks A / Advanced Micro Devices
Subject: Re: Opteron Pic
Date: 5/19/02 10:04 AM
Author: BlackMagicGuy Number: 100964
Recommendations: 4

The 2 Processor Hammer with 16 GB should only cost about $10K (assuming 2K for Memory, 2K for Motherboard and 6K for 2 Processors, not including Disks in any of these comparisons). I wouldn't buy this because it has the same power as the old one.
(Continued...)

Stocks A / Advanced Micro Devices
Subject: Re: Opteron Pic
Date: 5/18/02 11:52 PM
Author: BlackMagicGuy Number: 100956
Recommendations: 3

I said:
Oh, and move this up to a 4P configuration. You have 32 potential memory slots, for 32 GB of memory capacity today! 64 GB next year, maybe even 128 GB. That's what you can call loaded! Will anyone even want that much memory is a small
(Continued...)

Stocks A / Advanced Micro Devices
Subject: Re: Opteron Pic
Date: 5/18/02 9:37 PM
Author: BlackMagicGuy Number: 100952
Recommendations: 10

Sharps, being the logical person that I am (just call me Ms. Spock), why in the world would they have 16 slots if they couldn't be used?

Ms Spock (MS? Any relation to Bill Gates??? ;D )

Let me put out some hypotheticals. 8 DDR
(Continued...)

Total = 10
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